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Success Plan

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Conversations 1 - 15 of 62
Photo of Amanda Neil
Ability to have a Parent Task within Success Plans
Our use case is specific to adding sub tasks within the Success Plans.  Today we have a Success Plan created but need a way to have a mor...
  • 4 me toos
  • 3 replies
  • Idea
Photo of Andrew Cummins
Ability to create success plan objectives and tasks via rules engine
We currently track business objectives via a separate object with each business goal its own record on that object. It would be wonderful...
  • 14 me toos
  • 7 replies
  • Idea
Photo of Brandon Teinert
It would be nice to have the ability to add an image of a given customer's workflow inside of the Customer 360 account page.
It would be nice to have the ability to add an image of a given customer's workflow for documentation purposes.  In the image below, I h...
  • 3 me toos
  • 1 reply
  • Idea
  • Implemented
Photo of Andrew Biehle
Bulk delete success plans.
It might be helpful to at some point in the future to have the ability to bulk delete success plans similar to how we can bulk delete CTA...
  • 5 me toos
  • 2 replies
  • Idea
Photo of Amanda Neil
Abilitty to have organization charts and share them as a part of the Success Plans
Is there any plan to have organizational charts to share within the Success Plans?
  • 1 me too
  • 2 replies
  • Question
  • Answered
Photo of Shane McCoy
Assigning Success Plans to multiple customers at once, compared to manually one-by-one.
I'm rolling out Success Plans for the first time into my organization and am running into the issue of having to go into each customer an...
  • 2 me toos
  • 4 replies
  • Question
  • Answered
Photo of Lane H
Shared Success Plans in TImeline
Today as I was sending a client a Success Plan, I realized it would be great to have this email logged in Timeline especially since you d...
  • 7 me toos
  • 3 replies
  • Idea
Photo of Amanda Neil
Is there a way to add sub tasks to a task within a Success Plan?
  • 1 me too
  • 6 replies
  • Question
  • Answered
Photo of Amanda Neil
Color option for the Success Plan Objectives
Currently there is no way to identify a High (Red), Medium (Yellow), or Low (Green) color for the success plan objectives.  It would be n...
  • 3 me toos
  • 1 reply
  • Idea
Photo of Spencer Engel
Make Gantt Chart created and end dates more flexible
First off, I love the Gantt Chart feature and think it will be immensely helpful. I also know that feature is in Beta right now, so if my...
  • 50 me toos
  • 12 replies
  • Idea
  • Under Consideration
Photo of Amanda Neil
Ability to move/merge Success Plan infomration Objectives section
Use case is there is information in the Plan info section of the Success Plan and would like a way to merge or sync with the Objectives. ...
  • 2 me toos
  • 0 replies
  • Idea
Photo of Cinco Coates
Bulk Update CTA Ownership (by End User)
This is similar to a couple of existing conversations, but more of a spin for end-user (non-Admin) management. We'd like the ability to b...
  • 4 me toos
  • 2 replies
  • Idea
  • Under Consideration
Photo of Joel Peasley
Customer Success Plan Edit Functionality for External User
Success Plans are a great way to track where you are at on a project. My team feels that if the success plan were more interactive they c...
  • 11 me toos
  • 2 replies
  • Idea
Photo of Spencer Engel
Allow drag and drop functionality for Success Plan tasks and objectives
As more and more customers are using Success Plans to manage projects, I think it would be cool and user-friendly if we considered adding...
  • 3 me toos
  • 2 replies
  • Idea
Photo of Jackie Cofield
Add high level metrics section to Success Plan
It would be awesome to bring a metrics section front and center to the success plan to high-level track how the plan is working to hittin...
  • 3 me toos
  • 0 replies
  • Idea